Crow Point Partners’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-5,000
| Closed | -$862K | – | 137 |
|
|
2018
Q3 | $862K | Hold |
5,000
| – | – | 0.15% | 51 |
|
|
2018
Q2 | $811K | Buy |
5,000
+3,232
| +183% | +$524K | 0.15% | 52 |
|
|
2018
Q1 | $276K | Hold |
1,768
| – | – | 0.05% | 85 |
|
|
2017
Q4 | $281K | Hold |
1,768
| – | – | 0.04% | 123 |
|
|
2017
Q3 | $263K | Buy |
+1,768
| New | +$263K | 0.04% | 139 |
|